New World Advisors LLC Wisdomtree Tr Transaction History

New World Advisors LLC

$359 Million
Q2 2024

A detailed history of New World Advisors LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, New World Advisors LLC holds 4,171 shares of DWM stock, worth $241,459. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,171

Holding current value

$241,459

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	BUY	$52.54 - $56.44 $219,144 - $235,411	4,171 New	4,171 $224,000

Others Institutions Holding DWM

# of Institutions

133

Shares Held

6.62M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.03M
Shares

$59.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

794K
Shares

$46 Million
0.02% of portfolio
Wealth Enhancement Advisory Services, LLC

426K
Shares

$24.7 Million
0.06% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

397K
Shares

$23 Million
2.43% of portfolio
Legacy Financial Advisors, Inc.

377K
Shares

$21.8 Million
4.0% of portfolio

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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